SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 311 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $721,791 | -10.5% | 14,070 | -6.9% | 0.01% | -17.6% |
| Q1 2024 | $806,501 | -0.7% | 15,120 | -9.3% | 0.02% | -10.5% |
| Q4 2023 | $812,309 | -1.0% | 16,673 | -11.0% | 0.02% | -17.4% |
| Q3 2023 | $820,625 | -14.4% | 18,740 | -10.3% | 0.02% | -11.5% |
| Q2 2023 | $959,193 | +11.7% | 20,902 | +7.0% | 0.03% | -7.1% |
| Q1 2023 | $858,456 | -11.0% | 19,537 | -13.9% | 0.03% | -20.0% |
| Q4 2022 | $964,878 | +28.3% | 22,703 | +16.5% | 0.04% | +20.7% |
| Q3 2022 | $752,000 | -33.1% | 19,491 | -31.2% | 0.03% | -29.3% |
| Q2 2022 | $1,124,000 | +334.0% | 28,311 | +415.8% | 0.04% | +412.5% |
| Q1 2022 | $259,000 | -5.5% | 5,489 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $274,000 | +7.0% | 5,500 | -0.7% | 0.01% | -11.1% |
| Q3 2021 | $256,000 | -10.8% | 5,536 | -9.0% | 0.01% | -10.0% |
| Q2 2021 | $287,000 | +3.2% | 6,082 | +0.0% | 0.01% | -16.7% |
| Q1 2021 | $278,000 | -44.4% | 6,079 | -50.9% | 0.01% | 0.0% |
| Q4 2020 | $500,000 | +148.8% | 12,380 | +101.2% | 0.01% | +9.1% |
| Q3 2020 | $201,000 | -62.5% | 6,152 | -64.2% | 0.01% | -31.2% |
| Q2 2020 | $536,000 | -30.6% | 17,176 | -43.7% | 0.02% | -44.8% |
| Q1 2020 | $772,000 | +25.3% | 30,502 | +79.3% | 0.03% | -23.7% |
| Q4 2019 | $616,000 | +1.5% | 17,015 | -5.0% | 0.04% | -11.6% |
| Q3 2019 | $607,000 | -14.9% | 17,906 | -14.4% | 0.04% | -24.6% |
| Q2 2019 | $713,000 | -50.4% | 20,913 | -51.5% | 0.06% | -5.0% |
| Q1 2019 | $1,438,000 | – | 43,136 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |